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Disclosery

RWL INVESCO EXCH TRADED FD TR II

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S&P 500 REVENUE (fund)

263 managers (266 13F filers) reported a position in RWL shares at 2025-06-30, 40,169,737 shares in all. 26 filers opened a position and 14 filers sold out during the quarter.

Managers
263
13F filers
266
New
26
Added
110
Reduced
71
Sold out
14
Shares held by filers
40,169,737

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,164$226K0.06%+6213F-HRTimelineGroup
Sovran Advisors, LLC2,121$222K0.02%-21613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,118$221K<0.01%+513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…2,058$215K<0.01%new13F-HRTimelineGroup
Caliber Wealth Management, LLC / KS2,017$210K0.02%013F-HRTimeline
Clearstead Advisors, LLC1,960$204K<0.01%new13F-HRTimeline
Pflug Koory, LLC1,557$162K0.08%+113F-HRTimeline
LANARK FINANCIAL, INC.1,256$130K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,128$118K0.05%+5013F-HRTimeline
BLAIR WILLIAM & CO/IL1,118$117K<0.01%+113F-HRTimeline
Beacon Capital Management, Inc.990$103K0.01%new13F-HRTimeline
Arax Advisory Partners970$101K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC795$82.9K<0.01%new13F-HRTimelineGroup
Glassman Wealth Services745$77.7K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…645$67.3K<0.01%013F-HRTimelineGroup
HM PAYSON & CO640$66.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC574$59.9K<0.01%013F-HRTimeline
ESL Trust Services, LLC543$56.6K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC528$55.1K0.04%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC521$54.3K<0.01%-5613F-HRTimeline
MAI Capital Management515$53.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\500$52.1K<0.01%013F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.500$52.1K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.488$50.9K0.02%013F-HRTimeline
Operose Advisors LLC475$49.5K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC427$44.5K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC411$42.8K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC408$42.6K0.03%+113F-HRTimeline
Abound Wealth Management380$39.7K0.01%013F-HRTimeline
Rise Advisors, LLC362$37.8K0.01%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC341$35.6K0.02%+9913F-HRTimeline
Cherry Tree Wealth Management, LLC340$35.5K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC300$31.3K0.01%013F-HRTimeline
Creekmur Asset Management LLC297$31K0.01%013F-HRTimeline
Archer Investment Corp260$27.1K0.01%+113F-HRTimeline
JNBA Financial Advisors255$26.6K<0.01%new13F-HRTimeline
IFP Advisors, Inc240$25K<0.01%-99413F-HRTimeline
GoalVest Advisory LLC239$24.9K0.01%-7013F-HRTimeline
GAMMA Investing LLC231$24.1K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.230$24K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.221$23K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC210$21.9K<0.01%-80013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC200$21K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.180$18.8K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC150$15.6K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC130$13.6K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.119$12.4K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC115$12K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.104$10.9K<0.01%013F-HRTimelineGroup
TD Capital Management LLC102$10.7K<0.01%013F-HRTimeline
Westside Investment Management, Inc.100$10.4K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC98$10.3K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC83$8.66K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC72$7.46K<0.01%-913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC72$7.46K<0.01%+113F-HRTimeline
Parallel Advisors, LLC36$3.75K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…25$2.61K<0.01%new13F-HRTimelineGroup
High Note Wealth, LLC14$1.49K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.9$960<0.01%013F-HRTimeline
Founders Capital Management5$551<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.4$417<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.